Bridging the Gap between AMI and the Enterprise with MDM

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Bridging the Gap between AMI and the Enterprise with MDM Wendy Lohkamp Director, Product Marketing, Itron Kevin Walsh Industry Principal, SAP for Utilities

Itron s History More than,00 customers in over 60 countries 30 Year history Global leader in hardware and meter data collection software Leading Electricity Meter provider in US and Canada More than,500 AMR customers > 50 million endpoints shipped to US, Canada, Australia (electric, gas and water) AMR endpoints shipped to >70% of US IOUs Fixed networks at more than 0 customers Leading Utility Software provider Largest market share for technical MDM solution MV-90 C&I meter data collection software at > 90% of large electric utilities in US, Australia. Leader in analytic applications for Load Forecasting, Fraud Detection, Distribution Design and Asset Analysis, Web-Based Meter Data Analysis

SAP s History More than,00 Utility customers in over 70 countries 35 year history Global leader in Business Solutions Leading Customer Billing and Energy Data Management provider Over 550 Utilities use our CIS Over 70 Million Supply Contracts Leading Utility Software provider More than 50 Energy Data Management Customers Real time price processing Leader in analytic applications for billing determinants, customer call center operations and energy usage

Where We Come From Adapted and modified from Gartner AMR MDM / CIS Itron SAP Revenue Customer Commodity Asset Acquisition Transfer Cleansing Storage Delivery Comm. Proc.

Bridging the Gap Network & Device Configuration Data Collection AMI Communications Configuration Data Collection C&I Workforce Assignment Data Collection Manual Service Point Configuration Interface to AMI Operations Request Broker? Collection System Integration VEE Aggregation Calculations Operational Reporting Interface to Nonrevenue apps Synch Master Data Request / Response Customer/Contract Data Field Service Integration Scheduling Invoicing Contract A/R and A/P Interface to Revenue apps

SAP Solution with Itron Provide seamless integration across the technical and commercial processes associated with AMI meter data Itron provides technical integration with AMI systems commercial-ready meter data to the SAP system key analytics to support forecasting, fraud detection and customer decision making SAP delivers billing and customer service business processes related commercial processes such as market messaging integration, settlement and enterprise asset management functions integration infrastructure

Billing & Customer Service B Multiple clients read demand and energy data B Utility remotely limits or connects / disconnects customer B3 Utility detects tampering or theft at customer site B4 Contract meter reading for other utilities Source: Southern California Edison AMI Use Cases Customer Interface C Customer reduces demand in response to pricing and/or grid event C Customer has access to and reads recent energy usage and cost at his or her site C3 Customer uses prepayment services C4 External clients use the AMI system to interact with customer devices Delivery D Distribution operator curtails/limits customer load for grid management D Distribution operators optimize network based on data collected by the AMI system D3 Customer provides distributed generation D4 Distribution operator locates outage using AMI data and restores service Energy Procurement E Real-time operations curtails/limits load for economic dispatch E Utility procures energy and settles wholesale transactions using AMI system data Field Services & System Recovery S AMI system recovers after power outage, communications or equipment failure Installation & Maintenance I Utility installs, provisions and configures AMI system I Utility manages end-to-end lifecycle of the meter system I3 Utility upgrades AMI system to address future requirements

SAP Solution in Detail

SAP Solution in Detail (Dereg. Markets) Distribution System Operator Retailer Metering System Operator Ontario MDM/R optional SAP for Utilities High Speed Meter Data Handler Meter & Energy Data Repository Meter & Energy Data Management Set of Enterprise Services along defined industry standards Standardized Market Flows Meter Data Repository Command Mgr & Event Handler Meter & Device Master Data CRM/CIS Data Premise Data EAM Data Meter & Device Management Marketing/Sales/ (Self) Service Billing/Invoicing/ AccRec/C&C Intercompany Data Exchange Enterprise Asset Management Service Mgmt Enterprise Management & Business Support SAP XI NetWeaver NetWeaver Enterprise Service Repository

AMI System Unification High Speed Meter Data Handler Reading Import (with/without VEE) Reading Export (with/without Aggregation) Event Data Handler Outage / Restore Meter / AMI Device Diagnostic Events Tamper Alerts Command Manager Synch Master Data / Re-program Meter On Demand Read / Ping Remote Disconnect / Connect Price Signal Enterprise Services Master Data Synchronization Metering Data Event Data Commands Meter Data Repository Architectural Components Itron Enterprise Edition High Speed Meter Data Handler Meter Data Repository Event Handler Command Manager

AMI System Unification (Collection System Integration) Unification: converting data from multiple AMI systems into one format; abstracting the data from the data collection method; insulating the back office from the devices in the field Maintain AMI system, endpoint and meter relationships Track normal and contingency data collection method for each meter Organize meters into groups for command broadcasting and data retrieval Normalize status values, tamper flags and event codes from multiple AMI systems into standard values Maintain set of enterprise services for AMI integration

Enterprise Services for AMI Integration Master Data Meter Data Event Data Published APIs maintained by Itron across product releases, must also be maintained by AMI vendors across product releases Leverage IEC 6968-9 (CIM) message types wherever possible Meter readings may arrive as web services, but may be processed in batch Commands DR Data Indicates system of transaction origin

High Speed Meter Data Handler (High Volume Reading Import) Standardized XML format supported by multiple AMI vendors Web service or file based Alternative formats available for handheld, probe and MV-90 Validate transactions Format readings Validate readings Estimate missing intervals Insert readings into enterprise class database Manage transaction exceptions Manage validation exceptions

High Speed Meter Data Handler (High Volume Reading Export) Triggered by request in standardized XML format Web service or file based Daily, on demand Can be triggered automatically on-cycle (with cycle calendar) Aggregation calculation performed if needed All intervals within specified date range Intervals aggregated to call-time calculation Intervals aggregated to previously synchronized calculation Format export in standardized XML format Alternative formats simulate handheld, probe, MV-90 or Lodestar formats

Interval Data to TOU Aggregated by billing period on request To SAP for commercial processes Aggregated by day for the customer To SAP for commercial processes From the meter

Event Data Handler (Event Management) Event: randomly occurring message indicating previous, current or future trouble; received for meters or AMI devices Event types Outage / Momentary (blink) / Restore Meter / AMI Device Diagnostic Events (voltage sag/swell, buffer overflow, etc.) Tamper (removal, tilt, generic tamper) Receive events in standardized XML format Real-time or batch, web service or file Embedded with readings or stand-alone Normalize event codes to single standard Filter events based on various criteria Export value to multiple destinations in standardized XML format Insert into enterprise class database for historical reporting Correlate with usage during validation and revenue protection activities

Command Manager (Two-way Controls) Command: instruction issued to meter or AMI device over two-way AMI network; typically real-time and addressed by meter ID Commands to be supported Synch Master Data On Demand Read / Ping Remote Disconnect / Connect Price Signal / Load Control Queue, acknowledge request Verify security of requestor Format command for appropriate AMI system Manage synchronous and asynchronous responses Format completion or exception conditions

Enterprise SOA as an Enabler Customer Back office monitoring Smart meter Customer portal log-on Customer requests Final Bill 7 5 3 4 Service order created to retrieve final meter read Meter reading operations initiates Smart Meter reading 3 6 4 5 AMI delivers (raw) meter data SAP for Utilities IEE MDM AMI 6 Meter reading operations returns data Customer Service and Billing Meter Reading Operations 7 Service order completed, bill created and emailed to customer

Enterprise Services for SAP Integration Published APIs maintained by Itron across product releases, must also be maintained by SAP across product releases Leverage IEC 6968-9 (CIM) message types wherever possible High Volume Reading Export will not be web service but low volume export can be web service with same export format Itron Enterprise Edition Sync Master Data Configuration Details Events Aggregated Data Detailed Data On Demand Read Ping Disconnect SAP for Utilities Master Data Event Data Meter Data Commands Connect Price Signal Indicates system of transaction origin

UID hp ProLiant DL380 G4 UID hp ProLiant DL380 G4 Example: Remote Disconnect Request 4. Receive and validate remote disconnect command 5. Broadcast remote disconnect command. Receive and validate remote disconnect request 3. Format and transport remote disconnect command 0 0 Simplex Duplex ch ch 3 3 UID hp ProLiant DL380 G4 4 4 5 5 Tape 3 3 0 0 Simplex Duplex ch ch 0 0 4 4 5 5 Tape Simplex Duplex ch ch 3 3 4 4 5 5 Ta pe. Request remote disconnect 6. Relay remote disconnect command 7. Receive remote disconnect command 8. Disconnect power Zigbee Zigbee

UID hp ProLiant DL380 G4 UID hp ProLiant DL380 G4 UID hp ProLiant DL380 G4 Example: Remote Disconnect Complete. Receive remote disconnect complete. Format and transport remote disconnect complete 3. Receive remote disconnect complete 4. Format and transport remote disconnect complete 4 4 5 5 Tape 3 3 0 0 Simplex Duplex ch ch 3 3 0 0 Simplex Duplex ch ch 4 4 5 5 Tape 3 3 0 0 Simplex Duplex ch ch 4 4 5 5 Ta pe 5. Receive remote disconnect complete 0. Relay remote disconnect complete 9. Confirm remote disconnect complete

Meter Data Repository Fully versioned data store Enterprise class database (Oracle or SQL Server) Minimal master data required Service point or premise Meter Endpoint Transformer Billing determinant calculation (based on rate assignment) Minimal historical data stored 30-60 days (retroactive rate changes) 90 days (for best validation, DR baselines) 6 months (cancel/re-bill) 3 months (for best estimation, analytics)

Why Use a Repository at All? Security Verify sender has rights to send data for meter Verify requestor has rights to receive data for meter or perform commands Exception handling Event or meter data arrives for unknown meter No meter data arrives for known meter Usage for inactive meters, zero usage for active meters Linking meter data to operations Outages by premise or transformer rather than endpoint Energy usage combined with AC cycling or thermostat settings Meter diagnostic events over time Filtering Storm mode for outages Outage/tamper combinations Tamper and usage changes Validation Actual vs. historical averages Billing Determinant Calculations Peak Time Rebate for non-tou customers Net meters, check meters, usage allocation

Bridging the Gap with Itron and SAP

Benefits of using SAP Comprehensive asset management, billing and customer service Ability to manage simple and complex rates in single solution Packaged software application, continuously maintained by SAP Business process focus Proven scalability

Benefits of using IEE Flexible deployment options VEE and aggregation in IEE or SAP or both Other meter reading sources beyond AMI Manage the transition to AMI Packaged software application, continuously maintained by Itron Business process focus Multi-vendor meter and network support Proven scalability Existing MDM customer deployments

Thank You Wendy Lohkamp Director, Product Marketing, Itron wendy.lohkamp@itron.com Kevin Walsh Industry Principal, SAP for Utilities kevin.walsh@sap.com white paper available at www.itron.com (Itron Enterprise Edition Connects AMI to the Enterprise)